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Dynamics 365 for Field Service

Dynamics 365 for Field Service enables remarkable field service while maximizing customer satisfaction and minimizing costs.

Deliver Remarkable Field Service

Dynamics 365 for Field Service empowers companies to deliver predictive and proactive service to improve customer satisfaction, first-time fix rates and resource productivity through advanced scheduling, resource optimization, and mobile enablement with a unified field service management solution.

Integrated Field Service Automation

Offered as a SaaS solution, Dynamics 365 for Field Service integrates with all other Dynamics 365 applications as well as Office 365 to boost productivity, eliminate context switching, and enable successful end-to-end customer engagement and field service automation.

Optimized Scheduling

Get the right resources to the right place at the right time. Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows—including more precise appointment scheduling—so it’s easy to fit more appointments into the day.

Contract Management

Increase customer satisfaction and account for all service revenue. Make it easier to manage and maintain the accuracy of service contracts and installed products across customers and locations using the field service management solution. With more visibility into contract information, you drive faster, more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue.

Use Dynamics 365 for Field Service recurring service templates to pull in work schedules and pricing to simplify the quoting process

Manage recurring service appointments with flexible billing options

Win more business by proactively engaging leads from contact to contract

Inventory Management

Have the right resources on every call. Manage inventory updates and stock history across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.

Improve first-time fix rates with accurate allocation of parts

Manage inventory information for any part of the transaction, including return material authorizations, stock adjustments, and stock transfer

Track service stock accurately at mobile or fixed locations to reduce write-offs

Effectively forecast materials’ requirements

Mobile Productivity

Improve field processes and technician productivity. Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it.

Advanced field service automation so that you can:

Offer your technicians access to a full 360-degree view of customer and case history

Connected Field Service

Lower costs by dispatching technicians only when needed. Detect, troubleshoot, and resolve issues remotely with Internet of Things connected devices. See problems before customers even know about them and attempt to solve them remotely so your technicians are only sent when necessary.

Dynamics 365 for Field Service Allows You to:

Simple to configure and connect both new and existing customer assets

Decrease number of repair appointments by dispatching fewer technicians

Identify under-performing products by using the field service management solution to look at aggregate device data

Customer Communications

Put your customers at the center of every interaction. Deliver an end-to-end customer-centric experience. Keep customers informed, make communication easier, and ensure they have positive interactions at every step of the service chain.

With Dynamics 365 field service automation software, companies can:

Enable customers to see upcoming service appointments and view completed and open cases through a customer portal

Send the real-time location of technicians to customers, along with arrival times, photo, and vehicle information

Keep customers informed at each step of the process with automated text messages and phone calls

Automatically escalate customer feedback for follow up when needed

MAY 08, 2018

Top Four Reasons Why it Pays to Transform Your Professional Services Organization with Field Service

In a world where people and devices are increasingly connected, it's crucial that your professional services firm delivers a seamless, end-to-end service experience. With Dynamics 365...